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Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launched GaveKal alongside his father in 2000 and has become a go-to source for creative research on global economics and asset allocation, particularly in China. He recently penned\xa0CYA as a Guiding Principle,\xa0dissecting the consequences of Western government responses to Russia\u2019s invasion of Ukraine. He joined me to discuss the key takeaways. Our conversation starts with Louis\u2019 background and founding of GaveKal, and turns to the potential second order impacts of freezing reserves, seizing oligarch assets, end of Swiss neutrality, energy prices, and military spending. We close discussing how the situation may affect China.

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